Episodi

  • Acquiring & Integrating a Firm with Andrea MacDonald
    Sep 28 2023

    Description coming soon!

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    1 ora e 7 min
  • Positioning and M&A for Service Firms with Jonathan Baker
    Sep 20 2023

    Description coming soon!

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    58 min
  • Looking Ahead with Lorilyn Wilson
    Sep 13 2023

    Description coming soon!

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    1 ora e 2 min
  • Unleashing the Power of Asking the Right Questions with Dominique Molina
    Sep 6 2023

    Description coming soon!

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    58 min
  • Simultaneously Building a Modern Firm & Advisory Software with Luke Templin
    Aug 30 2023

    Description coming soon!

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    58 min
  • Down the Data Security Rabbit Hole with Brad Messner
    Aug 23 2023

    Description coming soon!

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    1 ora e 2 min
  • Key Topics in Tax Resolution with Robert Nordlander
    Aug 16 2023

    Description coming soon!

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    1 ora e 3 min
  • From Zero to an Intentional Growth Strategy with Keila Hill-Trawick
    Aug 2 2023

    Jeremy and Chris welcome special guest Keila Hill-Trawick (⁠@littlefishcpa on Twitter). Keila is the Founder + CEO of Little Fish Accounting, a boutique CPA firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are:

    • The challenges faced by traditional accounting firms in expanding capacity and bringing on more clients.
    • Keila's background and motivation for starting her own accounting firm without preconceived notions of how an accounting firm should operate.
    • Keila's approach to learning the technicalities and best practices of accounting while building a different kind of accounting firm.

    Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠

    Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠

    Chris Hervochon on Twitter ⁠⁠@ChrisHervochon


    --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message
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    1 ora e 2 min